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iShares iBonds Dec 2027 Term Muni Bond ETF

59 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

64.03% more ownership

Funds ownership: 104.91%168.94% (+64%)

60% more capital invested

Capital invested by funds: $66.6M → $106M (+$39.7M)

11% more funds holding

Funds holding: 5359 (+6)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$13M +$12.9M +516,150 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.4M +$7.38M +294,966 +253%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.88M +$6.91M +276,156 +237%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.16M -$4.17M -166,829 -41%
US Bancorp
5
US Bancorp
Minnesota
$5.75M +$514K +20,560 +10%
CIM
6
Confluence Investment Management
Missouri
$5.64M +$27.8K +1,110 +0.5%
SPF
7
Steven Patrick Farmer
$5.64M +$5.61M +224,138 New
Wells Fargo
8
Wells Fargo
California
$5.18M +$305K +12,198 +6%
Bank of America
9
Bank of America
North Carolina
$4.38M +$2.77M +110,510 +174%
PWM
10
Praetorian Wealth Management
California
$4.32M +$344K +13,765 +9%
SPIA
11
Steward Partners Investment Advisory
New York
$4.03M +$3.81M +152,382 +1,939%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$4.02M +$478K +19,099 +14%
UBS Group
13
UBS Group
Switzerland
$3.9M +$1.67M +66,754 +76%
Morgan Stanley
14
Morgan Stanley
New York
$2.64M -$1.6M -63,953 -38%
LPL Financial
15
LPL Financial
California
$1.89M +$1.13M +45,330 +152%
Jane Street
16
Jane Street
New York
$1.72M +$646K +25,818 +61%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.53M +$177K +7,075 +13%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.35M +$173K +6,897 +15%
LPT
19
Legacy Private Trust
Wisconsin
$1.23M +$500K +19,988 +69%
PA
20
Prism Advisors
California
$1.13M
WIC
21
Woodmont Investment Counsel
Tennessee
$982K +$63.2K +2,525 +7%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$714K
SSB
23
Sandy Spring Bank
Maryland
$681K +$6K +240 +0.9%
AIP
24
Ameritas Investment Partners
Nebraska
$646K -$97.4K -3,892 -13%
RJA
25
Raymond James & Associates
Florida
$635K -$11.6K -463 -2%